Game Plan Financial Advisors
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Game Plan Financial Advisors’s Caterpillar CAT Stock Holding History

Game Plan Financial Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.2K Hold
20
– – 0.01% 212
2026
Q2 		$21.3K Hold
20
– – 0.01% 195
2026
Q1 		$14.2K Hold
20
– – 0.01% 192
2025
Q4 		$11.5K Hold
20
– – ﹤0.01% 202
2025
Q3 		$9.5K Hold
20
– – ﹤0.01% 219
2025
Q2 		$7.76K Sell
20
-20
-50% -$6.67K ﹤0.01% 230
2025
Q1 		$13.2K Hold
40
– – 0.01% 213
2024
Q4 		$14.5K Hold
40
– – 0.01% 203
2024
Q3 		$15.6K Hold
40
– – 0.01% 206
2024
Q2 		$13.3K Hold
40
– – 0.01% 228
2024
Q1 		$14.7K Hold
40
– – 0.01% 233
2023
Q4 		$11.8K Buy
+40
New +$10.4K 0.01% 238
2022
Q3 		– Sell
-2,045
Closed -$364K – 96
2022
Q2 		$364K Sell
2,045
-50
-2% -$10.5K 0.29% 61
2022
Q1 		$467K Hold
2,095
– – 0.28% 58
2021
Q4 		$433K Buy
2,095
+110
+6% +$22.1K 0.23% 70
2021
Q3 		$381K Buy
1,985
+500
+34% +$104K 0.23% 74
2021
Q2 		$323K Sell
1,485
-5
-0.3% -$1.16K 0.19% 75
2021
Q1 		$347K Hold
1,490
– – 0.22% 75
2020
Q4 		$271K Buy
+1,490
New +$253K 0.19% 75
2020
Q3 		– Sell
-1,740
Closed -$220K – 55
2020
Q2 		$220K Hold
1,740
– – 0.32% 45
2020
Q1 		$202K Sell
1,740
-400
-19% -$51.1K 0.24% 70
2019
Q4 		$316K Buy
+2,140
New +$299K 0.3% 66

Other funds holding CAT

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Game Plan Financial Advisors's CAT Position: Q3 2026 in Review

Game Plan Financial Advisors held its Caterpillar (CAT) position steady in Q3 2026 at 20 shares worth $16.2K. The position accounts for 0.01% of the portfolio, ranked #212.

Game Plan Financial Advisors first reported a position in CAT in Q4 2019 and has held it in 22 quarters since. The position peaked at $467K in Q1 2022. 3,130 funds tracked by Wall St. Rank hold CAT as of Q3 2026.

  • Game Plan Financial Advisors held 20 shares of Caterpillar worth $16.2K as of Q3 2026.
  • Game Plan Financial Advisors left its Caterpillar share count unchanged in Q3 2026.
  • Caterpillar made up 0.01% of Game Plan Financial Advisors's portfolio in Q3 2026, its #212 holding.
  • Game Plan Financial Advisors first reported a position in Caterpillar in Q4 2019 and has held it in 22 quarters since.
  • Game Plan Financial Advisors's Caterpillar position peaked at $467K in Q1 2022.
  • 3,130 funds tracked by Wall St. Rank held Caterpillar as of Q3 2026.

Based on Game Plan Financial Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.